745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 250 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
HB Wealth Management
Georgia
$297K
FAM
502
Fred Alger Management
New York
$295K
OCBCO
503
Oversea-Chinese Banking Corp (OCBC)
Singapore
$294K
C
504
Certuity
Florida
$294K
DADC
505
D.A. Davidson & Co
Montana
$293K
NG
506
Norden Group
Utah
$292K
PCIA
507
Prime Capital Investment Advisors
Kansas
$291K
RCM
508
Requisite Capital Management
Texas
$291K
CBA
509
Coastal Bridge Advisors
Connecticut
$290K
CFO
510
Callan Family Office
Pennsylvania
$286K
SC
511
Scotia Capital
Ontario, Canada
$283K
OTL
512
Oak Thistle LLC
New York
$282K
FFM
513
Fullerton Fund Management
Singapore
$281K
MA
514
MCF Advisors
Kentucky
$278K
OWM
515
Opes Wealth Management
California
$276K
A
516
Allianz
Germany
$275K
KAM
517
Kazazian Asset Management
Florida
$275K
EAM
518
Erste Asset Management
Austria
$272K
BF
519
BOK Financial
Oklahoma
$266K
UCFA
520
United Capital Financial Advisors
Texas
$264K
MFAM
521
Motley Fool Asset Management
Virginia
$263K
CW
522
CreativeOne Wealth
Kansas
$263K
SFA
523
Sequoia Financial Advisors
Ohio
$261K
FHA
524
Flagship Harbor Advisors
Massachusetts
$259K
UM
525
UniSuper Management
Australia
$257K